Don't just chase your dreams
Choose to work with Rick David and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.
Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.
We are not exclusive to any bank or fund so we come with no-strings-attached.
We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.
We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.
We tailor plans to suit your stage-of-life, plans and milestones.
We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.
We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!
Pull up a chair, and let us tell you our story.
27 October, 2022
In his Q3 update, Wayne Gillespie provides his perspectives on another tough quarter for investors as aggressive central bank interest... Read more
21 October, 2022
In his Q3 update, Rana Chauhan, Counsel’s Chief Investment Strategist, discusses how inflationary pressures and the associated fallout... Read more
18 October, 2022
Our outlook for the markets heading into 2023 The most aggressive monetary tightening cycle in decades has shaken global markets this... Read more
"Rick has been awesome! Knowledgeable and helpful; and has helped answer some difficult questions for me at my convenience. Nice guy too!" - Allison, from BC
Listen to insights from our market specialists